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Tuesday, December 24, 2024

BYD’s Large Progress, Sunrun’s Dominance, Waymo Popping — 11 High Tales of the Week


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Cleantech industries are flying, and the previous two weeks present extra proof of that. Take a look at a number of the greatest latest tales within the replace beneath.

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1. Waymo is rising, quick.

Only a few days after I wrote that Waymo was getting ready for an enormous progress spurt, with one other $5.6 billion raised, the corporate famous that it had reached 150,000 paying rides per week, 50% greater than the 100,000 rides/week milestone it had attain simply two months earlier than.

2. Sunrun is main the house photo voltaic & storage market within the US.

Sunrun is dominating the US solar-plus-storage market now. It accounts for 20% of all of the rooftop photo voltaic techniques within the nation, which is very large, however it additionally at the moment owns about 45% of the house battery storage market! Take a look at that interview with Chris Rauscher, Head of Grid Providers & Digital Energy Crops at Sunrun, for extra particulars and perspective.

3. BYD continues to develop by leaps & bounds and develop world wide.

The Chinese language EV big reached a surprising 500,000 gross sales final month! Each a type of automobiles has a plug. The corporate remains to be rising quick, and appears sure to realize the title of #1 high promoting automaker on this planet. Reader and visitor author Larry Evans additionally highlighed the corporate’s constructive third quarter financials. And all of that adopted a much bigger piece Larry did on how BYD is main on EVs rather more than you suppose.

BYD has really launched 10 fashions up to now 12 months, and continues to develop geographically. BYD additionally simply launched the Shark in Brazil and the Music Professional in Paraguay.

4. EV charging wins in hurricane season.

Paul Fosse and I each went by means of the extremes of Hurricane Helene. I went straight by means of the attention, and he had extreme flooding and energy disruption in his space. Each of us discovered that EV life was simpler by means of that than gas-powered automobile life can be. Now, analysis is exhibiting the identical on a bigger scale.

5. Solar energy hovering in China.

China put in a whopping 160 gigawatts (GW) of solar energy in simply the primary three quarters of the 12 months. It was not that way back, as I bear in mind, that it could take the entire world years to put in that a lot solar energy.

6. Photo voltaic & wind getting cheaper and cheaper.

Photo voltaic and wind energy prices proceed to come back down, which has been taking place for years. A number of the greatest highlights from the report, although, are simply how less expensive the analysts see photo voltaic and wind getting. “By 2060, utility-scale photo voltaic LCOE is predicted to say no by a mean of 60%, pushed by developments in cell know-how, and elevated manufacturing capability for key parts like polysilicon. Onshore wind within the U.S. is projected to see a 42% discount in LCOE, underscoring the long-term competitiveness of renewables within the area. Nevertheless, offshore wind faces short-term price pressures however will see a major LCOE discount of as much as 67% by 2060, highlighting its rising position sooner or later vitality combine.”

7. It’s US election season — one candidate (Kamala Harris) is significantly better than the opposite candidate on cleantech, and, effectively, rather more.

I wrote an op-ed on 7 causes Donald Trump shouldn’t be president once more, and lots of of those arguments additionally come from most of his former Cupboard members, former Republican presidential nominees and vice presidents, the mom and spouse of two Republican presidents, dozens of Nobel prize successful economists, and different non-traditional specialists. A former Tesla govt additionally defined how Donald Trump favored an “American final” coverage on EVs and what was happening with the NEVI program.

8. Hydrogen continues to fail.

Hydrogen vehicles and buses proceed to show that they don’t seem to be aggressive, and far worse than hyped. We dig into that in a few tales, one on a hydrogen electrical van failure at IKEA and one on the subject of hydrogen refueling stations with electrolysis being a lot much less environment friendly than hyped. Mike additionally wrote about how a lot hydrogen really leaks.

9. The plugin hybrid and extended-range electrical car period?

Fortuitously or sadly, plugin hybrid (PHEV) and extended-range electrical car (EREV) gross sales have been hovering in China — Steve Hanley explains why. Backing this up, CATL is now creating batteries particularly centered on optimizing PHEVs and EREVs.

10. How Europe can catch as much as China.

Mike Barnard explains what Europe must do if it doesn’t wish to be left within the mud by China on decarbonization and eletrification.

11. World’s strongest electrical outboard motor involves the US.

We don’t suppose a lot about automobiles on the water in terms of decarbonizing and electrifying, however it’s wanted. So, it was nice to see the launch of probably the most highly effective electrical outboard motor within the US.

In fact, we additionally had an everyday stream of EV gross sales experiences and EV opinions.

EV gross sales.

Scan by means of any of our latest EV gross sales tales for a great deal of numbers enjoyable:

EV opinions.

Jennifer Sensiba had a enjoyable story on her early EV street journey days, what she discovered alongside the best way, and the way a lot various things at the moment are.

Fritz Hasler reported on 5 years of life, and upkeep, with this Tesla Mannequin 3.

Paul Fosse defined why Tesla FSD (Full Self Driving) remains to be far, far-off from being robotaxi prepared, simply primarily based on his personal driving.

To wrap up, I wrote a evaluate of an incredible electrical trike I like, and I’m really heading out proper now to make use of it once more to gather extra shingles that received tossed off the roof.


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